Banking & Financial Services
December 7, 2023 Q: What do you consider your organization’s most significant achievement or highlight over the past year? A: During the nearly 40 years since my late father, Byron Thompson, purchased Country Club Bank, the bank has grown from…
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Posted December 6, 2023 Wichita-based Equity Bank announced it will merge with Bank of Kirksville adding eight locations to Equity Bank’s network and raising its total assets to $5.4 billion. Under the terms of the agreement, Equity Bank—operated by Equity…
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Posted December 6, 2023 Kansas City, Mo-based law firm Spencer Fane announced it will merge with the Utah-based Snow Christensen & Martineau, adding nearly 50 full-service practice attorneys. Snow Christensen & Martineau will join the firm effective March 1, 2024,…
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Posted December 4, 2023 Overland Park-based Creative Planning has acquired a financial advisory firm in Delaware-based Daniels + Tansey. The firm specializes in tax and investment services for individuals and small businesses. Daniels + Tansey notably serves 150 high-income individuals…
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Posted November 30, 2023 The Federal Reserve Board released its latest Beige Book report which shows Kansas City and the Tenth District’s economic activity declining slightly with loan demand remaining “tepid” across banks in the district. The Beige Book—a report…
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Posted November 29, 2023 UMB Bank has announced Eric Kelley as UMB’s new chief investment officer. Since July, Kelley has been working as interim CIO. Now, Kelley will oversee the company’s private wealth management investment team which includes a new…
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Posted November 30, 2023 Leawood-based accounting firm Status Group LLC has been acquired by NDH Advisors LLC, a Chicago-based accounting firm under a larger private equity company. Terms of the transaction were not disclosed. Stratus Group employees will become part…
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Posted November 20, 2023 Kansas City-based private equity firm CPC Management LLC announced it will be expanding its Excellence Group with the hire of new chief people officer Caitlin Porter. The Excellence Group is a team providing continuous improvement opportunities…
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Posted November 17, 2023 Overland Park-based Mariner Wealth Advisors announced it has acquired Boston-based Baystate Wealth Management, the merger will add $1.8 billion in assets under management to Mariner Wealth’s portfolio. The transaction officially closes on January 1, according to…
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Posted November 16, 2023 Academy Bank has officially moved into its new Kansas City headquarters location inside Copaken Brooks downtown office tower located at 1201 Walnut. The bank will operate on the 10th, 11th and 12th floors of the 29-story…
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